Kfg Wealth Management, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 128606
· SEC file 801-78914
· Granger, IN
· www.linkedin.com
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $1.2B
- Discretionary
- $1.1B
- Clients
- 2,339
- Avg AUM / client
- $493K
- Accounts
- 5,880
- Employees
- 113
AUM over time
$71.0M
$1.2B
Dec 12, 2011
Mar 31, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Investments (13F portfolio — 215 positions, $773,700,492)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Fidelity Covington Trust | ENHANCED LARGE | $119,838,026 | 3,304,054 | 15.5% | 10.4% |
| 2 | Etf Ser Solutions | APTUS COLLRD INV | $66,397,109 | 1,582,391 | 8.58% | 5.76% |
| 3 | Fidelity Covington Trust | ENHANCED INTL | $52,357,512 | 1,407,460 | 6.77% | 4.54% |
| 4 | Etf Ser Solutions | APTUS DEFINED | $51,787,823 | 1,894,908 | 6.69% | 4.49% |
| 5 | Fidelity Merrimack Str Tr | TOTAL BD ETF | $35,788,241 | 784,486 | 4.63% | 3.11% |
| 6 | Fidelity Covington Trust | ENHANCED MID | $32,170,468 | 894,618 | 4.16% | 2.79% |
| 7 | Dimensional Etf Trust | US CORE EQUITY 1 | $29,505,149 | 409,339 | 3.81% | 2.56% |
| 8 | Etf Ser Solutions | APTUS JULY BUFR | $18,956,506 | 755,158 | 2.45% | 1.65% |
| 9 | Etf Ser Solutions | APTUS JAN BUFFER | $16,832,349 | 670,689 | 2.18% | 1.46% |
| 10 | Fidelity Covington Trust | ENHANCED SMALL | $16,325,414 | 429,616 | 2.11% | 1.42% |
| 11 | Etf Ser Solutions | APTUS OCT BUFF E | $15,396,363 | 614,380 | 1.99% | 1.34% |
| 12 | Etf Ser Solutions | APTUS APRIL BUF | $15,236,086 | 603,713 | 1.97% | 1.32% |
| 13 | Innovator Etfs Trust | US EQT ULTRA BFR | $13,750,127 | 378,791 | 1.78% | 1.19% |
| 14 | Spdr Index Shs Fds | STATE STREET SPD | $13,591,844 | 289,743 | 1.76% | 1.18% |
| 15 | Dimensional Etf Trust | INTL CORE EQUITY | $11,922,534 | 335,562 | 1.54% | 1.03% |
| 16 | Dimensional Etf Trust | INFLATION PROTE | $10,640,477 | 255,045 | 1.38% | 0.92% |
| 17 | Ea Series Trust | FREEDOM 100 EM | $10,299,418 | 188,461 | 1.33% | 0.89% |
| 18 | Innovator Etfs Trust | POWER BUFFER SET | $8,686,750 | 252,009 | 1.12% | 0.75% |
| 19 | Innovator Etfs Trust | US EQT ULTRA BF | $7,643,391 | 192,335 | 0.99% | 0.66% |
| 20 | Innovator Etfs Trust | LADERD ALCTN PWR | $6,831,772 | 138,267 | 0.88% | 0.59% |
| 21 | Dimensional Etf Trust | EMERGING MKTS CO | $6,556,676 | 189,774 | 0.85% | 0.57% |
| 22 | Apple Inc | COM | $6,297,824 | 24,815 | 0.81% | 0.55% |
| 23 | J P Morgan Exchange Traded F | EQUITY PREMIUM | $6,078,525 | 107,243 | 0.79% | 0.53% |
| 24 | Innovator Etfs Trust | US EQT ULTRA BF | $5,010,021 | 127,338 | 0.65% | 0.43% |
| 25 | Innovator Etfs Trust | DEFINED WLT SHLD | $4,989,599 | 149,099 | 0.64% | 0.43% |
Top 25 of 215 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,873 | $320M | 27.7% |
| High net worth individuals | 430 | $740M | 64.2% |
| Pension and profit sharing plans | 17 | $81.5M | 7.07% |
| Charitable organizations | 12 | $9.6M | 0.83% |
| Corporations and other businesses | 7 | $2.0M | 0.17% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Klink Trucking, Llc 401(k) Plan & Trust Klink Trucking, Llc | 2024 | |
| Kfg Financial Freedom Fund Americantcs Fiduciary Services, Llc | 2024 |
People (48)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kevin Sidney Korhorn | President, Chief Compliance Officer | CFP Chartered Financial Consultant | Sep 2002 (24y) | ≈ 56.25% – 100% via Korhorn Financial Group, Inc. |
| Joshua David Gregory | Vice President, Treasurer | CFP Chartered Financial Consultant | Jan 2015 (12y) | Less than 5% |
| Michael Paul Bernard | Vice President, Secretary | CFP Chartered Financial Consultant | Jan 2015 (12y) | Less than 5% |
| Amy Nicole Masters | Registered representative | CFP Chartered Financial Consultant | Jan 2022 (5y) | |
| Benjamin Thurston De Bock | Registered representative | CFP Chartered Financial Consultant | Jan 2022 (5y) | |
| Corey James Johnson | Registered representative | CFP | Jan 2022 (5y) | |
| William Carl Mock | Registered representative | CFP Chartered Financial Consultant | Jan 2022 (5y) | |
| Benjamin M Chambers | Registered representative | CFP | Jan 2022 (5y) | |
| Brendon Keith Handy | Registered representative | CFP Chartered Financial Consultant | Jan 2022 (5y) | |
| Fredrick James Anderson | Registered representative | Jan 2022 (5y) | ||
| Jared D Moxness | Registered representative | CFP | Jan 2022 (5y) | |
| Matthew Christopher Nels Hoke | Registered representative | CFP Chartered Financial Consultant | Jan 2022 (5y) | |
| Zachary Evan Broadwick | Registered representative | CFP | Jan 2022 (5y) | |
| Allegrita P Ashenfelter | Registered representative | Jan 2022 (5y) | ||
| Diana Dimian | Registered representative | Jan 2022 (5y) | ||
| Summer Lee Hathaway | Registered representative | CFP | Jan 2022 (5y) | |
| Holden Xavier Price | Registered representative | CFP Chartered Financial Consultant | Jan 2022 (5y) | |
| Brandon James Stoller | Registered representative | CFP | Apr 2022 (4y) | |
| Michael Fritschi | Registered representative | CFP Chartered Financial Consultant | Jun 2022 (4y) | |
| Joshua Paul Korhorn | Registered representative | Aug 2022 (4y) | ||
| Tayler Cizewski | Registered representative | CFP Chartered Financial Consultant | Aug 2022 (4y) | |
| Rachel Sarber Fritschi | Registered representative | Sep 2022 (4y) | ||
| Joshua Joel Fritzke | Registered representative | CFP | Dec 2022 (4y) | |
| Elijah Edward Thomas | Registered representative | CFP | Feb 2023 (4y) | |
| Jared Scott Miller | Registered representative | CFP | Feb 2023 (3y) | |
| Eric Allen Wood | Registered representative | CFP | Jul 2023 (3y) | |
| Caleb James Korhorn | Registered representative | Aug 2023 (3y) | ||
| Benjamin James Bulgrien | Registered representative | Oct 2023 (3y) | ||
| Bradley Milinko Simich | Registered representative | CFP Chartered Financial Consultant | Nov 2023 (3y) | |
| Jason Wade Matthews | Registered representative | Nov 2023 (3y) | ||
| Caden Riley Goggins | Registered representative | May 2024 (2y) | ||
| Jackson Taylor | Registered representative | Jul 2024 (2y) | ||
| Tyler Craig Holder | Registered representative | Jul 2024 (2y) | ||
| James Pavel Baklashev | Registered representative | Dec 2024 (2y) | ||
| Andrew Jefferson Daigneau | Registered representative | Jan 2025 (2y) | ||
| Jeffrey David Jankowski | Registered representative | Feb 2025 (1y) | ||
| Regan Elizabeth Ramirez | Registered representative | Mar 2025 (1y) | ||
| Gillian Marie Allen | Registered representative | Sep 2025 (1y) | ||
| Kimberly K Polsgrove | Registered representative | Oct 2025 (1y) | ||
| Michael Hostetler | Registered representative | Oct 2025 (1y) | ||
| Casey Meuzelaar | Registered representative | Nov 2025 (1y) | ||
| Anthony James Navarro | Registered representative | Jan 2026 (1y) | ||
| Andrew Mark Mazelin | Registered representative | Jan 2026 (1y) | ||
| Lindsey Halen Taylor | Registered representative | Apr 2026 (0y) | ||
| James Connor Christing | Registered representative | Jun 2026 (0y) | ||
| Brock Stephen Bontrager | Registered representative | Jun 2026 (0y) | ||
| Elaina Nicole Wright | Registered representative | Jun 2026 (0y) | ||
| Emalynn Elizabeth Benham | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Korhorn Financial Group, Inc. | Owner | Jan 2007 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Kevin Sidney Korhorn: 75% – 100% of Korhorn Financial Group, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Klink Trucking, Llc 401(k) Plan & Trust | Klink Trucking, Llc | 140 | $5.1M | 01/01/2024 |
| Kfg Financial Freedom Fund | Americantcs Fiduciary Services, Llc | 1,374 | $51.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- National Financial Services (Fidelity) $1.0B (91% of AUM) Mar 2026
- Fidelity Investments $268M (100% of AUM) Nov 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗